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THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC

· CRD 295193 · IAPD ↗ · capitalgroupfa.com · 401-519-9000

$191.5MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC reported RAUM up 34% ($154.3M -> $206.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.